Identify, source, and nurture financial advisors with transferable books of business. Responsibilities include prospecting, lead qualification, and reporting.

The Senior Wealth Advisor at Savvy will manage high net worth client relationships, provide investment advice, and influence product development. Key responsibilities include financial planning, client outreach, and M&A support.

The 401k Operations Specialist will manage onboarding, data management, and compliance tasks for corporate 401k operations, ensuring efficiency and regulatory adherence.